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An opportunity Has Arisen for a Senior IFA Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As aSenior IFA Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlemen ....Read more...
Type: Permanent Location: Belfast
Start:
Duration:
Salary / Rate: 30000-40000 Per Annum
Posted: 2025-09-17 10:26:30
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An opportunity Has Arisen for a Financial Services Administrator to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Financial Services Administrator, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For:
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For:
? Previously worked as a Financial Services Administrator, Wealth Management Administrator, IFA Administrator, Financial Planning Administrator, Financial Administrator, Client Support Administrator, Client Services Administrator, Client Administrator, Pensions Administrator, Investments Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer:
? Competitive salary
? Generou ....Read more...
Type: Permanent Location: Belfast
Start:
Duration:
Salary / Rate: 30000-40000 Per Annum
Posted: 2025-09-17 10:23:17
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An opportunity Has Arisen for a Paraplanner to join an independent financial advisory firm, providing tailored guidance to help individuals and businesses make informed financial decisions.
As a Paraplanner, you will oversee and lead the client support team, ensuring smooth operations, efficient case progression, and high service standards.
This full-time permanent role offers benefits and a salary range of £30,000 - £40,000.
You Will Be Responsible For
? Leading, mentoring, and developing the client support team.
? Allocating and monitoring workloads to ensure deadlines are achieved.
? Managing complex or high-priority client administration tasks directly.
? Overseeing onboarding, annual reviews, and day-to-day service delivery.
? Acting as the main operational point of contact between advisers and paraplanners.
? Monitoring workflow and addressing bottlenecks before they escalate.
? Maintaining compliance and ensuring quality standards are met.
? Driving continuous improvement across systems and processes.
? (If qualified) Undertaking paraplanning tasks such as research, analysis, and report writing.
What We Are Looking For
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Wealth Management Administrator, Financial Services Administrator, Financial Planning Assistant or in a similar role.
? At least 2 years of experience in financial services
? A strong background in financial services administration (pensions, investments, insurance, or wealth management).
? Proven ability to lead teams and manage multiple priorities effectively.
? Excellent attention to detail and accuracy in all tasks.
? Strong organisational skills and effective communication.
What's on Offer
? Competitive salary
? Generous holiday entitlement.
? Professional development and qualification support.
? Company pension and wellbeing initiatives.
? Enhanced family leave policies.
? Additional leave and regular ....Read more...
Type: Permanent Location: Belfast
Start:
Duration:
Salary / Rate: 30000-40000 Per Annum
Posted: 2025-09-17 10:22:03
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An Opportunity Has Arisen for an Account Handler to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets.
As an Account Handler, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth.
This full-time role offers a starting salary of £30,000 and benefits.
You Will Be Responsible For
? Managing inbound and outbound calls to existing clients with professionalism.
? Providing bespoke advice that reflects each client's individual circumstances.
? Processing policies, amendments and documentation accurately.
? Negotiating with both clients and insurers to achieve the best outcomes.
? Building and maintaining strong relationships with insurers, partners and introducers.
? Identifying cross-selling opportunities across a range of insurance products.
? Handling administrative and compliance-related duties in line with industry standards.
What We Are Looking For
? Previously worked as a Account Handler, Account Broker, Insurance Advisor, Insurance Consultant, Account Executive or in a similar role.
? Minimum 1 year or experience working in personal lines either within motor and/or home insurance.
? Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service.
? Have previous administrative experience.
? Knowledge of FCA regulatory requirements.
? Chartered Insurance Institute (CII) qualifications or willingness to work towards them.
? Competence in Microsoft Office applications (Word, Excel, Outlook).
What's On Offer
? Competitive base
? Performance-related bonuses.
? 28 days' annual leave, increasing with service.
? Subsidised private healthcare.
? Loyalty and referral bonuses.
? Discounts on insurance products.
? Flexible pension scheme and eye care vouchers.
? Regula ....Read more...
Type: Permanent Location: Northampton
Start:
Duration:
Salary / Rate: 30000 Per Annum
Posted: 2025-09-11 12:54:42
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An Opportunity Has Arisen for an Insurance Executive to join a highly regarded insurance broker specialising in providing tailored insurance solutions across personal and commercial markets.
As an Insurance Executive, you will be supporting clients primarily at renewal stage, ensuring they receive tailored advice, while identifying opportunities for retention and growth.
This full-time role offers a starting salary of £30,000 and benefits.
You Will Be Responsible For
? Managing inbound and outbound calls to existing clients with professionalism.
? Providing bespoke advice that reflects each client's individual circumstances.
? Processing policies, amendments and documentation accurately.
? Negotiating with both clients and insurers to achieve the best outcomes.
? Building and maintaining strong relationships with insurers, partners and introducers.
? Identifying cross-selling opportunities across a range of insurance products.
? Handling administrative and compliance-related duties in line with industry standards.
What We Are Looking For
? Previously worked as a Insurance executive, Insurance broker, Insurance Consultant, Insurance Sales executive, Insurance Advisor, Insurance Sales Advisor or in a similar role.
? Minimum 1 year or experience working in personal lines either within motor and/or home insurance.
? Have 1 year of experience in a customer-focused role, involving regular direct interaction with clients, sales, negotiation, customer service.
? Have previous administrative experience.
? Knowledge of FCA regulatory requirements.
? Chartered Insurance Institute (CII) qualifications or willingness to work towards them.
? Competence in Microsoft Office applications (Word, Excel, Outlook).
What's On Offer
? Competitive base
? Performance-related bonuses.
? 28 days' annual leave, increasing with service.
? Subsidised private healthcare.
? Loyalty and referral bonuses.
? Discounts on insurance products.
? Flexible ....Read more...
Type: Permanent Location: Northampton
Start:
Duration:
Salary / Rate: 30000 Per Annum
Posted: 2025-09-11 12:49:18
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An exciting opportunity has arisen for a Project Accountant to join a reputable international financial institution in Central London.
They offer a comprehensive range of banking services and are known for their collaborative and high-performing culture.
As a Project Accountant, you will provide project and financial reporting support while assisting with day-to-day finance operations.
This role offers a salary of circa £80,000 and benefits.
You Will Be Responsible For
? Producing accurate and timely financial and project reports.
? Preparing and analysing financial statements, reconciliations, and management reports.
? Extracting and interpreting data from core banking systems to provide insights into financial performance.
? Ensuring compliance with IFRS, regulatory standards, and internal policies.
? Collaborating with IT and project teams to ensure smooth integration of financial reporting systems.
? Developing and maintaining dashboards and reporting tools to support decision-making.
? Supporting monthly and year-end close processes, including income statement, balance sheet, and cash flow reporting.
? Liaising with internal and external auditors to maintain strong financial controls.
? Assisting with tax and regulatory reporting, including relevant submissions and returns.
What We Are Looking For
? Previously worked as a Project Accountant, Financial Reporting Accountant, Finance Analyst, Financial Analyst, Financial Reporting Analyst, Financial Accountant, Regulatory Reporting Accountant, Management Accountant or in a similar role.
? Fully qualified accountant (ACA, ACCA, CIMA, or equivalent).
? Experience within the financial services sector, preferably banking.
? Strong knowledge of financial reporting, IFRS, and core banking systems.
? Excellent analytical skills with the ability to interpret complex data.
? Proven experience supporting systems implementation or integration projects.
? Strong project management skil ....Read more...
Type: Permanent Location: Central London
Start:
Duration:
Salary / Rate: 80000 Per Annum
Posted: 2025-09-09 14:14:03
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Our client is a well-established international financial institution in Central London, offering a full suite of banking products to individual and corporate clients.
Regulated by leading UK authorities, the bank is known for its collaborative and high-performing culture.
We are seeking a Third Party Risk Manager to oversee the bank's external vendor and supplier relationships.
You will manage onboarding, compliance, risk, performance, and contracts, ensuring all third-party engagements align with internal policies and UK regulatory requirements.
Reporting to the Operational Resilience & Business Continuity Manager, you will support governance frameworks and third-party oversight programmes.
You will be responsible for:
? Vendor Management: Lead supplier selection, onboarding, and due diligence, maintaining a centralised vendor register with risk ratings, contract status, and service classifications.
? Risk & Compliance: Conduct vendor risk assessments and reviews, ensuring adherence to FCA/PRA regulations, GDPR/UK DPA 2018, ISO 27001, and internal policies; support operational resilience assessments.
? Performance & Contracts: Develop SLAs/KPIs, monitor performance, coordinate remediation plans, and manage contracts in collaboration with Legal; act as main liaison with vendors and internal stakeholders.
? Governance & Reporting: Maintain audit trails, risk documentation, and performance records; prepare management reports and dashboards; support internal and external audits.
? Process Improvement: Identify and implement enhancements to the third-party management framework, promoting best practices in vendor governance and risk mitigation.
Requirements:
? Previously worked as a Third Party Risk Analyst, Third Party Risk Officer, Third Party Risk Manager, third party manager, Risk Officer, Risk Analyst, Risk Specialist, Procurement Analyst, Supplier Relationship Manager, Vendor Manager, Supplier Management Analyst, Operatio ....Read more...
Type: Permanent Location: Central London
Start:
Duration:
Salary / Rate: 40000-50000 Per Annum
Posted: 2025-08-29 08:10:33
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An exciting opportunity has arisen for a Third Party Risk and Operational Resilience Analyst to join a prestigious foreign bank based in the heart of Central London.
This is an office-based role offering a salary range of £40,000 - £50,000and excellent benefits.
This role is ideal for someone with experience supporting vendor, supplier, or third-party risk management in a banking or regulated financial services environment.
As a Third Party Risk Analyst reporting into the Operational Resilience team, you will play a crucial role in managing and monitoring third-party and supplier risk, ensuring compliance with internal policies and regulatory standards such as FCA, GDPR, UK DPA, and ISO 27001.
You will be responsible for:
? Support the onboarding, risk assessment, and ongoing monitoring of third parties, vendors, and service providers.
? Assist with ensuring all supplier contracts, SLAs, and KPIs are aligned with internal governance and external regulatory expectations.
? Maintain up-to-date records on supplier due diligence, compliance checks, and risk metrics.
? Coordinate with internal teams (Legal, Procurement, Risk) to manage contractual reviews and support procurement processes.
? Track performance issues, escalate risk concerns, and help drive improvements in third-party oversight.
? Contribute to internal audits and regulatory reviews regarding third-party governance.
? Stay informed of changes to regulatory frameworks such as FCA rules, GDPR, and ISO 27001.
What we are looking for:
? Previous experience as a Third Party Risk Analyst, Third Party Risk Officer, Third Party Risk Manager, third party manager, Risk Officer, Risk Analyst, Risk Specialist, Procurement Analyst, Supplier Relationship Manager, Vendor Manager, Supplier Management Analyst, Operational Resilience analyst or in a similar role within a regulated financial services environment.
? Understanding of risk and compliance requirements under FCA, ISO 27001, and UK GDPR/D ....Read more...
Type: Permanent Location: Central London
Start:
Duration:
Salary / Rate: 40000-50000 Per Annum
Posted: 2025-08-28 17:24:28
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Our client is a well-established international financial institution in Central London, offering a full suite of banking products to individual and corporate clients.
Regulated by leading UK authorities, the bank is known for its collaborative and high-performing culture.
We are seeking a Third Party Risk Officer to oversee the bank's external vendor and supplier relationships.
You will manage onboarding, compliance, risk, performance, and contracts, ensuring all third-party engagements align with internal policies and UK regulatory requirements.
Reporting to the Operational Resilience & Business Continuity Manager, you will support governance frameworks and third-party oversight programmes.
You will be responsible for:
? Vendor Management: Lead supplier selection, onboarding, and due diligence, maintaining a centralised vendor register with risk ratings, contract status, and service classifications.
? Risk & Compliance: Conduct vendor risk assessments and reviews, ensuring adherence to FCA/PRA regulations, GDPR/UK DPA 2018, ISO 27001, and internal policies; support operational resilience assessments.
? Performance & Contracts: Develop SLAs/KPIs, monitor performance, coordinate remediation plans, and manage contracts in collaboration with Legal; act as main liaison with vendors and internal stakeholders.
? Governance & Reporting: Maintain audit trails, risk documentation, and performance records; prepare management reports and dashboards; support internal and external audits.
? Process Improvement: Identify and implement enhancements to the third-party management framework, promoting best practices in vendor governance and risk mitigation.
Requirements:
? Previously worked as a Third Party Risk Analyst, Third Party Risk Officer, Third Party Risk Manager, third party manager, Risk Officer, Risk Analyst, Risk Specialist, Procurement Analyst, Supplier Relationship Manager, Vendor Manager, Supplier Management Analyst, Operatio ....Read more...
Type: Permanent Location: Central London
Start:
Duration:
Salary / Rate: 40000-50000 Per Annum
Posted: 2025-08-28 17:19:59
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An opportunity has arisen for a Marketing Automation Specialist to join a respected investment firm specialising in sustainable and impact-focused investing, targeting sectors such as renewable energy, water management, and waste solutions.
As a Marketing Automation Specialist, you will be instrumental in advancing and automating marketing operations while supporting high-quality client reporting across global markets.
This role offers benefits, hybrid working options and a competitive salary.
You will be responsible for:
? Managing, enhancing, and innovating the marketing automation platform to improve workflows and marketing output.
? Developing and refining SQL queries, PowerQueries, and exploring API integrations to enable efficient content delivery.
? Keeping up to date with emerging automation tools and features, applying relevant advancements to improve processes.
? Providing technical guidance and training to the wider production team on automation best practices.
? Maintaining and evolving the client reporting system to ensure accuracy, compliance, and timely delivery.
? Overseeing updates to marketing and reporting materials, including presentations, strategy documents, fund updates, and video content.
? Leading and contributing to both tactical and strategic marketing projects in partnership with senior leadership.
What we are looking for:
? Previously worked as a Marketing Automation Specialist, Marketing Automation Manager, Marketing Operations Analyst, Marketing Manger, Marketing Technology Specialist, Marketing Operations Specialist, CRM Manager or in a similar role.
? Demonstrated expertise with Seismic or similar marketing automation platforms.
? Advanced PowerPoint and Excel capabilities with strong data presentation skills.
? Experience in financial services, ideally within asset management.
? Degree-level education or equivalent is advantageous.
? Relevant professional qualifications in finance or marketing are de ....Read more...
Type: Permanent Location: London
Start:
Duration:
Salary / Rate: 40000-70000 Per Annum
Posted: 2025-08-15 17:28:41
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An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
? Delivering professional and personalised mortgage advice via virtual and in-person consultations
? Recommending suitable insurance and protection products
? Managing and developing relationships with existing clients to generate repeat business
? Liaising with a range of lenders to secure competitive offers
? Meeting and exceeding agreed performance targets
? Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Have experience in mortgage advisory and writing mortgage business
? CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
? Demonstrable experience in mortgage advising
? Proven track record of achieving sales targets
? Strong ability to build rapport and maintain client relationships
What's on offer:
? Competitive salary
? Uncapped commission
? Hybrid working option for experienced candidates
? 33 days annual leave (including bank holidays), increasing with service
? Additional day off for your birthday
? Company profit share scheme
? Holiday commission
? Pension, life insurance, and private medical healthcare
? Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the ....Read more...
Type: Permanent Location: Thanet
Start:
Duration:
Salary / Rate: 28000-60000 Per Annum
Posted: 2025-08-14 10:53:39
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An opportunity has arisen for a Senior Mortgage Adviser to join a reputable estate agency, specialising in residential sales, lettings, land & new home development, and mortgage services.
As a Senior Mortgage Adviser, you will provide expert mortgage and protection advice, guiding clients through the process from initial consultation to successful completion.
This role can be full-time or part-time offering benefits and a salary range of £28,000 - £31,000 and OTE £60,000.
You will be responsible for:
? Delivering professional and personalised mortgage advice via virtual and in-person consultations
? Recommending suitable insurance and protection products
? Managing and developing relationships with existing clients to generate repeat business
? Liaising with a range of lenders to secure competitive offers
? Meeting and exceeding agreed performance targets
? Ensuring all activity complies with FCA regulations and industry best practices
What we are looking for:
? Previously worked as a Mortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialist or in a similar role.
? Have experience in mortgage advisory and writing mortgage business
? CeMAP1 qualification (or equivalent) or current Competent Adviser Status (CAS)
? Demonstrable experience in mortgage advising
? Proven track record of achieving sales targets
? Strong ability to build rapport and maintain client relationships
What's on offer:
? Competitive salary
? Uncapped commission
? Hybrid working option for experienced candidates
? 33 days annual leave (including bank holidays), increasing with service
? Additional day off for your birthday
? Company profit share scheme
? Holiday commission
? Pension, life insurance, and private medical healthcare
? Incentive trips and rewards for top performers
This is an excellent opportunity for a Mortgage Advisor to join a reputable organisation and take your mortgage advisory career to the ....Read more...
Type: Permanent Location: Medway
Start:
Duration:
Salary / Rate: 28000-60000 Per Annum
Posted: 2025-08-14 10:47:33
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An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports.
This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
? Possess 1 year of paraplanning experience
? Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
? Strong understanding of paraplanning processes and financial planning concepts
? Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
? Level 4 Diploma in Financial Planning (CII) or actively working towards completion
? Experience liaising with product providers and platforms to gather necessary data
What's on offer:
? Competitive salary
? Annual discretionary bonus
? Company pension scheme
? Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place ....Read more...
Type: Permanent Location: Central London
Start:
Duration:
Salary / Rate: 38000-46000 Per Annum
Posted: 2025-08-11 12:49:53
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An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas.
This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
? Reviewing client documentation and adviser meeting notes to extract key planning requirements.
? Carrying out detailed financial analysis, including cashflow projections and investment reviews.
? Researching pensions, investments, protection and estate planning options.
? Drafting suitability reports tailored to clients individual circumstances and goals.
? Preparing technical illustrations and disclosure documentation.
? Supporting advisers ahead of client meetings with accurate data and insights.
? Collaborating with the wider team to ensure timely case progression.
? Ensuring all advice and documentation remains compliant with current regulations.
? Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
? At least 4 years' experience in Paraplanning.
? Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
? Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
? In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
? Competitive salary
? 25 days holiday plus bank holidays
? Company pension scheme
? Annual discretionary bonus
? Death in service cover
? Free on-site parking
This is a great opportunity to ....Read more...
Type: Permanent Location: Woking
Start:
Duration:
Salary / Rate: 50000 Per Annum
Posted: 2025-08-07 09:03:04
